update_deal
Update deal status, value, or notes with partial changes. Only passed fields are altered; closing or losing the deal resolves it and removes it from open revenue. Safe to repeat.
Instructions
Change a deal's status, value, or notes.
Only the fields you pass are altered. For moving a deal along the pipeline board prefer move_deal_stage, which is the same operation expressed in stage terms; use this one for value and notes. Setting status to 'closed' or 'lost' marks the deal resolved and takes it out of open pipeline revenue.
Safe to repeat — the same call twice leaves the same deal. Requires an API key, and the account must own the deal. value is in MINOR CURRENCY UNITS (2500 = $25.00). Notes REPLACE the existing note rather than appending.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Updated deal notes (max 5000 chars) | |
| value | No | Updated deal value in minor currency units | |
| dealId | Yes | Deal UUID | |
| status | No | New deal status |